There may be times when you need to correct information on a job after it has been completed. For example, you may want to remove a charge from an invoice. To do so, you need to reactivate the job, make any appropriate changes, and then recomplete the job again.
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Open the job that you want to edit.
If necessary, make sure that the invoice is unlocked. To unlock an invoice, open the invoice from either the customer's Billing History tab or the Billing Center and select No from the Locked? column to unlock the invoice. For more on locking invoices, see the Invoice Overview section and, if integrated with QuickBooks®, the Unlocking Invoices that have been Exported section.
Select Active Job from the Status drop-down list.
Make any necessary changes to the job.
Click Save and Close.
Complete the job again in the usual manner.
Note that you cannot edit an invoice created via Advanced Billing in this manner. To edit invoices created using Advanced Billing, you will need to remove and re-create the invoice. For details, see the Removing Invoices section.
In general, recompleting a job will automatically update the payroll for all employees working on that job.
However, if you have generated a paycheck for an employee that includes the pay for the job you reactivated, then that employee's payroll will be locked and not updated to reflect any of the job's changes. See the Payroll page topic for details. If any of these employees were due extra payment because of the changes you made, you will need to add a new payroll line to adjust their payroll.
If you remove ALL of the charges from a reactivated job and save it, the job's invoice(s) will be removed from ServiceCEO. Thus, if you want to discard the original invoice and create an entirely new invoice, follow these steps:
Open the job that you want to edit.
Select Active Job from the Status drop-down list.
On the Services/Products tab, remove all of the job's charges.
Click Save and Close. The invoice is removed from the system.
Open the job again.
Add charges to the job in the usual manner.
Complete the job again in the usual manner. If you are using Advanced Billing, you will need to create your invoice(s) again on the Create Invoices tab of the Billing Center.
Note that performing these steps will create an entirely new invoice, meaning that the invoice will have a new invoice number. The old invoice will not appear in the customer's Billing History.
When you are reactivating and recompleting jobs, be aware of the following points:
Reactivating a job will NOT remove any payments that are attached to this job. You may need to enter an adjustment to balance the account for the customer after removing the charge from this invoice. See the Payments page of the Completion Wizard for details about this job’s payment.
If you reactivate a job with a locked invoice, the new invoice will be created with a Ready to Send value of Not Ready to Send.
If you are using Equipment Tracking, we do not recommend reactivating jobs with associated equipment - especially if you are Automatically Creating Equipment Items feature of Inventory. If you do reactivate a job with an equipment item attached to it, any edits you make to the equipment item will not take effect; the equipment item remains in the customer record and the serialized inventory remains assigned to the job.
